Long Dated Volatilities – A Regime Change?
“The cost of liberty is less than the price of repression.” - W. E. B. Du Bois, American writer The recent significant fall in implicit...
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Q4 Earnings Expectations – Then and Now
The US Q4 earnings season kicks off the Alcoa after the markets close today. This Great Graphic is from Briefing.Com, which drew from Factset data....
Gargantuan Tidal Wave of Fed Cash Should Lift Markets For Months
It has been two weeks since this report was last posted, and in that time almost nothing has changed. The indicators all still point up,...
Apple Numbers Dim On What Could Be A Tough Quarter
Apple Inc. (NASDAQ:AAPL) investors may be in for another negative shock stemming from lackluster sales over the holiday period. An analyst at Asymco has predicted...
VIX: Seller Beware
It is amazing what a new year and abundant investor liquidity can do. Despite the tax increase that really does nothing material to balance the...
Krugman Supports the $1 Trillion Coin; Why Stop There? I Support the $1 Quadrillion Coin
Should President Obama be willing to print a $1 trillion platinum coin if Republicans try to force America into default? Yes, absolutely. He will, after...
Vision Restored In Blind Mice
The new year brought in good news for the visually challenged from around the world after researchers from the University of Oxford successfully restored eye...
Social Security/Medicare vs Corporate Welfare
The denouement of the fiscal cliff debate behind us (and not, I regret, with the best results--more on that later) we now face the next...
Broad Overview – Q4 of 2012
2012 was a year that rewarded a "risk on" approach, and one that largely punished the most practical efforts toward diversification. Straying from Equity-based investments...
Is Icahn Dumping Netflix (NFLX)?
Netflix, Inc. (NASDAQ: NFLX) is off the highs of the day on rumors Carl Icahn may have liquidated his position in the name. After trading...